Personal Touch Financial Services Limited

Date authorised
1 April 2013
Companies House
03406454
Last scraped
1 week ago

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +443303030237
    Web
    https://www.primis.co.uk

  • Complaints Contact

    3700
    Birmingham Business Park
    Birmingham
    West Midlands
    B37 7YT
    UNITED KINGDOM
    Phone
    +441217671139

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Credit Brokering

  • Debt Advice

    Show 2 limitations
    • · This permission is limited to debt counselling with no debt management activity.
    • · Limited to debt counselling in connection with investment and mortgage advice.

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order).

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Norman Alan Heeks

    IRN NAH01078

    • (974)CF1 Director (AR) (10 Feb 2006 to 14 Jan 2010)
  • Nurul Miah

    IRN NXM01346

    • (3293)CF1 Director (AR) (15 Feb 2008 to 3 Sep 2010)
  • Nusrat Jahanara Shohid

    IRN NJS01166

    • (1231)CF1 Director (AR) (19 Nov 2004 to 26 Apr 2008)
  • Oana-Andreea Salomie

    IRN OXS00025

    • (640)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Nov 2020)
  • Ognjen Krkotic

    IRN MXK01750

    • (1609)CF30 Customer (16 Feb 2010 to 16 Mar 2011)
  • Olcay Mimoglu

    IRN OXM01042

    • (2677)CF1 Director (AR) (25 Jan 2012 to 28 Oct 2012)
  • Oliver Cotterell

    IRN OXC67210

    • (2598)Appointed representative dealing with clients for which they require qualification (29 Apr 2022 to 15 Nov 2023)
    • (2599)CF1 Director (AR) (17 Mar 2022 to 15 Nov 2023)
  • Oliver Cross

    IRN OXC00044

    • (2235)Appointed representative dealing with clients for which they require qualification (13 Dec 2023 to 28 Feb 2024)
  • Oliver James Hartnack

    IRN OXH00018

    • (2329)Appointed representative dealing with clients for which they require qualification (30 Sep 2021 to 18 Mar 2026)
  • Oliver Peace

    IRN OXP01050

    • (1465)CF4 Partner (AR) (8 Nov 2011 to 3 Oct 2012)
    • (1464)CF30 Customer (9 Dec 2010 to 20 Jan 2012)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (1141)Appointed representative dealing with clients for which they require qualification

  2. controlled function added: (1140)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  3. controlled function added: (1139)CF1 Director (AR)

  4. controlled function added: (1138)Appointed representative dealing with clients for which they require qualification

  5. controlled function added: (1137)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  6. controlled function added: (1136)CF1 Director (AR)

  7. controlled function added: (1135)Appointed representative dealing with clients for which they require qualification

  8. controlled function added: (1134)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose

  9. controlled function added: (1133)CF1 Director (AR)

  10. controlled function added: (1132)Appointed representative dealing with clients for which they require qualification

Show more